Financial Advisor - Croswell, MI - Market 16, Region 215

Edward Jones•Croswell, MI

3d•$45,000 - $100,000•Onsite

About The Position

Edward Jones Financial Advisors build and grow their own practices while helping clients pursue long-term financial goals, including retirement, wealth building, estate strategies, and education funding. Advisors lead a branch team, develop a deep understanding of clients’ goals and priorities, and provide personalized, comprehensive financial strategies. The role is supported by a branch team, regional advisors, and home-office teams, as well as paid training, a firm-provided branch office, and a salary during the first five years as the practice is being built. Advisors develop new client relationships and deepen relationships with existing clients. The role includes learning the firm’s systems and business practices, taking ownership of practice growth, and contributing positively to the local community. Compensation includes trainee pay, supplemental salary for up to five years, commissions, and compensation for new assets gathered during the first five years. The listed supplemental starting salary range is $45,000–$100,000.

Requirements

Candidates should meet at least one of the following: a bachelor’s degree or equivalent work-related experience in the securities or financial services industry; financial services and/or sales experience; financial services registration, licensing, or certification; or professional and/or military career progression.
SIE, Series 7, and Series 66 registrations are required. If not already registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations are required within three months.
State insurance licenses are required.
Demonstrated interest in financial services and markets, willingness to learn and take on challenges, determination to succeed, relationship-building skills, critical-thinking ability, and interest in new opportunities.

Nice To Haves

A bachelor’s degree is strongly preferred, or equivalent work-related experience within the securities or financial services industry.

Responsibilities

Build relationships and attract new clients through face-to-face and virtual sourcing strategies, including residential and business outreach, networking, introductions and referrals, social media, and speaking engagements.
Understand clients’ and prospective clients’ needs, priorities, and concerns to build trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to provide a high-quality, streamlined client experience consistent with firm policies, procedures, regulatory requirements, and ethical guidelines.
Engage the branch team in creating, monitoring, and adjusting the branch business plan to improve effectiveness and achieve business results.
Create an engaging branch environment based on mutual trust, respect, feedback, and accountability.
Identify and develop new client relationships through initial discovery of financial goals and deepen relationships with existing clients by reviewing investment strategies and implementation recommendations.
Complete ongoing firm and regulatory training, including continuing education required to keep licenses in good standing.

Benefits

Paid training and licensing support.
Salary support for the first five years while building a practice.
Firm-provided branch office and branch office support.
Medical and prescription drug coverage.
Dental insurance.
Vision insurance.
Voluntary accident, hospital indemnity, and critical illness benefits.
Disability income continuation, basic life, and basic AD&D coverage at no cost to financial advisors.
401(k) retirement plan.
Health savings account and flexible spending account.
Schedule flexibility.
Paid sick leave and paid time off where required by applicable law.
Potential eligibility for bonuses, profit sharing, paid medical and parental leave, and the firm’s Travel Award Program.
Employee Assistance Program.